Associate, Portfolio Strategy
Listed on 2026-08-08
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Finance & Banking
Portfolio & Asset Management, Financial Analyst
Posted: 21-Jul-26
Location: Los Angeles, California
Type: Full Time
Salary: See Salary Range.
Salary Details: $130,000 to $150,000 per year
Categories: Corporate Real Estate, Multifamily, Professional Growth/Development
Required
Education:
4 Year Degree
Join the team responsible for helping manage an $8+ billion national institutional real estate investment portfolio on behalf of some of the world's most sophisticated institutional investors, including one of the largest public pension funds in the world.
Pacific Urban Investors ( PUI ) is a leading institutional real estate investment manager focused exclusively on multifamily housing. Since 1998, PUI has acquired, developed, and managed more than $12 billion of apartment investments through disciplined capital allocation, active portfolio management, and operational excellence.
Today, PUI manages a national investment portfolio spanning major U.S. markets and is recognized for its long-term investment approach, entrepreneurial culture, and commitment to delivering superior risk-adjusted returns for institutional investors.
To find out more about the company, please visit Pacific Urban Investors.
Position OverviewPacific Urban Investors is seeking an Associate, Portfolio Strategy to join its Portfolio Management team in Los Angeles.
This role is designed for a highly analytical professional who wants to build a career in institutional portfolio management. Working alongside senior investment leaders, the Associate will help oversee a national multifamily portfolio valued at more than $8 billion, contributing to portfolio strategy, capital allocation, financing, acquisitions, dispositions, and business planning.
As a member of the Portfolio Management team, the Associate will work closely with leaders across our Asset Management, Acquisitions, Finance, and Research to support strategic decision-making throughout the investment lifecycle. The role offers meaningful responsibility from day one and a clear path toward increasing leadership within the investment platform. This is an on-site role that works from PUI’s West Los Angeles office, 5 days per week.
Key Responsibilities Portfolio Strategy- Evaluate acquisitions, dispositions, financings, recapitalizations, and other portfolio capital allocation decisions.
- Support portfolio construction, capital allocation, and strategic investment decisions.
- Analyze hold/sell recommendations and strategic alternatives.
- Participate in quarterly portfolio reviews, annual business planning, and investment strategy discussions.
- Prepare recommendations and supporting analyses for senior investment leadership.
- Build and maintain sophisticated financial models supporting investment decisions.
- Perform valuation analyses, cash flow forecasting, scenario analyses, and sensitivity analyses.
- Evaluate financing structures, leverage strategies, liquidity planning, and capital allocation alternatives.
- Analyze market trends and competitive dynamics impacting portfolio performance.
- Build analytical frameworks that support executive and investment committee decisions.
- Collaborate across Portfolio Management, Asset Management, Acquisitions, Finance, and Research on strategic initiatives.
- Prepare presentations and analytical materials for executive leadership, investment committees, and institutional clients.
- Conduct complex ad hoc analyses supporting portfolio and firm-wide initiatives.
- Improve financial models, analytical tools, reporting capabilities, and investment processes.
- Identify opportunities to leverage technology, automation, and data analytics to improve investment decision-making.
This role is designed for professionals who aspire to become long-term investment leaders.
Unlike many roles that focus on a single discipline, this position offers broad exposure across the full investment lifecycle, including:
- Portfolio strategy and construction
- Capital allocation
- Acquisitions and dispositions
- Financing and capital markets
- Institutional asset management
- Business planning
- Executive and investment committee decision-making
- Regular attendance in the Los Angeles office is expected.
- Limited travel may be required.
The compensation plan for this role is commensurate with the skills required for the position. As such, it is comprised of a base salary and an annual performance-based incentive, which is determined upon individual and portfolio performance.
The Company Offers a Comprehensive Benefits Package Including:
- Paid Time Off, Paid Holidays, and Paid Sick Time
- 401k + Employer Contribution
- Medical (H.S.A./HDHP option + Employer Contribution), Dental, and Vision Plan(s)
- Flexible Spending Accounts
- Group Term Life/AD&D and Voluntary Life/AD&D Plans
- Long-Term Disability and Long-Term Disability Buy-Up Plans
- Employee Assistance Program
- Fitness & Wellness Program
- Other Voluntary Plans
Depending on the role, other benefits such as commissions, an educational assistance program…
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